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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,361-100.0% | $80,607-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 13.35% | 1350.95%-1337.6pp | 936.11%-922.8pp | 373.45%-360.1pp |
| Employer contribution / active EE | $1,116 | $3,262-65.8% | $2,724-59.0% | $4,753-76.5% |
| Participant deferral / active EE | $1,699 | $5,232-67.5% | $4,448-61.8% | $6,711-74.7% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |